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Mutual Fund Finder

Last update: 31-Aug-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Citi Market Pilot 2040 I CFTWX Target Date 2036-2040 Citi
Franklin LifeSmart? 2040 Retire Trgt R6 FLREX Target Date 2036-2040 Franklin Templeton Investments
JPMorgan SmartRetirement? 2040 Instl SMTIX Target Date 2036-2040 JPMorgan
JPMorgan SmartRetirement? 2040 A SMTAX Target Date 2036-2040 JPMorgan
JPMorgan SmartRetirement? 2040 C SMTCX Target Date 2036-2040 JPMorgan
Wells Fargo Advantage DJ Target 2040 R6 WFOSX Target Date 2036-2040 Wells Fargo Advantage
Vanguard Target Retirement 2040 Inv VFORX Target Date 2036-2040 Vanguard
Wells Fargo Advantage DJ Target 2040 R4 WTFRX Target Date 2036-2040 Wells Fargo Advantage
Wells Fargo Advantage DJ Target 2040 Adm WFLWX Target Date 2036-2040 Wells Fargo Advantage
JHancock Retire Living thru II 2040 1 JRTTX Target Date 2036-2040 John Hancock
Wells Fargo Advantage DJ Target 2040 A STFRX Target Date 2036-2040 Wells Fargo Advantage
JHancock Retire Living thru II 2040 R6 JRTWX Target Date 2036-2040 John Hancock
JHancock Retire Living through 2040 R6 JLIIX Target Date 2036-2040 John Hancock
JHancock Retire Living through 2040 1 JLIOX Target Date 2036-2040 John Hancock
Fidelity Freedom K? 2040 FFKFX Target Date 2036-2040 Fidelity Investments
JHancock Retire Living through 2040 R5 JLIHX Target Date 2036-2040 John Hancock
Invesco Balanced-Risk Retire 2040 AX VRGAX Target Date 2036-2040 Invesco
Wells Fargo Advantage DJ Target 2040 R WFMRX Target Date 2036-2040 Wells Fargo Advantage
Invesco Balanced-Risk Retire 2040 Y TNDYX Target Date 2036-2040 Invesco
Invesco Balanced-Risk Retire 2040 R6 TNDFX Target Date 2036-2040 Invesco
Principal LifeTime 2040 Instl PTDIX Target Date 2036-2040 Principal Funds
JHancock Retire Living thru II 2040 R4 JRTVX Target Date 2036-2040 John Hancock
Invesco Balanced-Risk Retire 2040 R5 TNDIX Target Date 2036-2040 Invesco
JHancock Retire Living through 2040 R4 JLIGX Target Date 2036-2040 John Hancock
Voya Solution 2040 I ISNLX Target Date 2036-2040 Voya
PIMCO RealRetirement 2040 Instl PROIX Target Date 2036-2040 PIMCO
T. Rowe Price Retirement 2040 TRRDX Target Date 2036-2040 T. Rowe Price
Fidelity Advisor Freedom 2040? I FIFFX Target Date 2036-2040 Fidelity Investments
Fidelity Freedom? Index 2040 FBIFX Target Date 2036-2040 Fidelity Investments
Principal LifeTime 2040 R5 PTDPX Target Date 2036-2040 Principal Funds
American Century One Choice 2040 R6 ARDUX Target Date 2036-2040 American Century Investments
JHancock Retire Living through 2040 R3 JLIFX Target Date 2036-2040 John Hancock
JHancock Retire Living through 2040 R1 JLIDX Target Date 2036-2040 John Hancock
Voya Retirement Solution 2040 I IRSOX Target Date 2036-2040 Voya
JHancock Retire Living through 2040 A JLIAX Target Date 2036-2040 John Hancock
JHancock Retire Living through 2040 R2 JLIEX Target Date 2036-2040 John Hancock
PIMCO RealRetirement 2040 Adm PEOAX Target Date 2036-2040 PIMCO
Schwab Target 2040 SWERX Target Date 2036-2040 Schwab Funds
JHancock Retire Living thru II 2040 R2 JRTUX Target Date 2036-2040 John Hancock
BMO Target Retirement 2040 I BTRNX Target Date 2036-2040 BMO Funds
Wells Fargo Advantage DJ Target 2040 C WFOFX Target Date 2036-2040 Wells Fargo Advantage
Principal LifeTime 2040 A PTDAX Target Date 2036-2040 Principal Funds
Deutsche LifeCompass 2040 S TGTSX Target Date 2036-2040 Deutsche Asset & Wealth Mngt
Principal LifeTime 2040 R4 PTDSX Target Date 2036-2040 Principal Funds
Invesco Balanced-Risk Retire 2040 A TNDAX Target Date 2036-2040 Invesco
BMO Target Retirement 2040 R-6 BTRQX Target Date 2036-2040 BMO Funds
Principal LifeTime 2040 J PTDJX Target Date 2036-2040 Principal Funds
TIAA-CREF Lifecycle Index 2040 Inst TLZIX Target Date 2036-2040 TIAA-CREF Mutual Funds
Wells Fargo Advantage DJ Target 2040 B SLPBX Target Date 2036-2040 Wells Fargo Advantage
PIMCO RealRetirement 2040 D POFDX Target Date 2036-2040 PIMCO
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